Senior Housing and Life Plan Community Consulting Services and Products Overview

Continuing Care at Home

• Studies agree that the majority of older adults prefer to stay at home. Is your mission limited by your current boundaries?
• Does your community currently offer graduated levels of commitment, connection and coverage?

Consumer Research

• Written Mailed Surveys
• Focus Groups
• Demographic Research

Creative Services

• Are your marketing efforts falling short of attracting the audience you desire?
• Do your marketing pieces look similar to everyone else’s?
• Are you needing to re-position and re-imagine a current community?
• Are you a greenfield and need development of a total branding concept?

CRM Training

• Is your current database up to date and effective?
• Is your staff adequately trained to effectively use the database to close sales and generate useful reports?

Development

• Is your organization contemplating new development (greenfield), an expansion or an at home program?
• Are you trying to determine the appropriate mix of residences sizes, services and prices?
• What partners are needed for research, design, development, financing, sales and marketing?

Digital Audits

• Are people having trouble finding your community on the web?
• Do you get few leads through from the Internet?
• Do you wonder if your online web presence is set up well?

Etiquette/Customer Service /Hospitality Coaching

• Is your entire community acting as ambassadors for your community?
• Is your community successfully morphing into hospitality-focused services?

Feasibility /Market Study

• Are you wondering about the feasibility of a new community, an expansion to an existing community, or the launch of a new program such as a Continuing Care at Home program?
• Would you like to more clearly identify the risks of an expansion, new community or program?

Lead Generation Survey

• Do you have the need to stir the market?
• Do you have a new product or service that you want to introduce to the market?
• Would you like a strategy that provides you with more age- and income-qualified leads at a lower cost?

Marketing and Sales Manual

• Is there consistency and efficiency in your sales procedures?
• Is your staff using Best Practices?

Marketing and Sales Systems Analysis

• Is there redundancy in your sales and marketing efforts?
• Do the channels of communication and interdepartmental relations need clarification and procedures?

Marketing Audits / Analyses

• Is your community falling behind the competitive curve?
• Is your organization contemplating a new project?

Marketing Plans and Budgets

• Has your current marketing plan become stale and ineffective?
• Does your marketing budget adequately represent the goals for sales and occupancy?

Mystery Shopping

• Do you know how your community and staff stack up against your competitors?
• Would you like to know how your prospects are greeted? What is their first impression?

Pricing Studies and Strategies

• Are you considering an expansion or new community and would benefit from advice on pricing the new product without hampering sales of your existing product?
• Would a restructuring of fees, perhaps introducing additional contract options, improve your bottom line?

Resident and Staff Satisfaction Surveys

• How engaged are your residents in community life?
• Do you have enough insight on the current resident experience to shape future strategy?
• Does your community lack adequate systems to receive resident feedback?
• Where are your blind spots and what resources are needed to fill gaps in service?

• Do you have trouble recruiting or retaining staff?
• Are you “feeling the pain” from the national healthcare worker shortage?
• Is your employee turnover exceeding industry benchmarks?
• Do you have enough insight on the current staff experience to shape recruitment strategy?

Sales Team Coaching

• Does your sales staff utilize the best strategies to expedite the decision of a prospect to move to your community?
• Could your staff use some fine-tuning of their current techniques?

SWAT Analysis

• Does your community's sales and marketing efforts need a tune-up?
• Has there been a recent change in leadership, and management could benefit from an overall review of your marketing position?

Urban Alternatives

• Are you planning an expansion or looking for a way to expand your reach?
• Are there people on your wait list who would like to remain in an urban area?

Active Adult

• The Boomer cohort desires a new and different product. Have you thought about how to reach this large population?
• Active Adult Concierge Medical Community

Value Added

Retirement Dynamics brings both value and results to your organization and its efforts.